Philip Quitoriano (CRD# 5738844) is an Investment Advisor Representative working at Polaris Wealth Advisory Group in San Rafael, CA and has over 11 years of experience in the finance industry.
CRD# 2289402
Polaris Wealth Advisory Group
CRD# 4461199
Monetary Management Corporation
CRD# 1245314
Wealth & Tax Planners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Polaris Greystone Financial Group, LLC | San Rafael, CA | Apr 2016 - Current | 4 |
| Wells Fargo Bank Na | Foster City, CA | Jul 2014 - Apr 2016 | 1 |
| Wells Fargo Advisors, LLC | Foster City, CA | Jul 2014 - Apr 2016 | 1 |
| Jp Morgan Chase Bank Na | Daly City, CA | Jan 2013 - Jun 2014 | 1 |
| Jp Morgan Chase Bank Na | Daly City, CA | Aug 2010 - Dec 2012 | 2 |
| Chase Investment Services Corp | Daly City, CA | Mar 2010 - Aug 2010 | < 1 |
| San Jose State University | San Jose, CA | Jan 2005 - May 2010 | 5 |
| Chase Investment Services Corp | Daly City, CA | Nov 2009 - Mar 2010 | < 1 |
| Wachovia | Cupertino, CA | Jul 2009 - Nov 2009 | < 1 |
| Solid Data Systems | Santa Clara, CA | Mar 2006 - Nov 2009 | 3 |
| Dvdplay Inc. | Campbell, CA | Aug 2008 - Nov 2008 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
| S63 | Uniform Securities State Law Examination | Jan 2010 |
- CA
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Total Assets Under Management1,154MILLIONS
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Total Number of Accounts2,764ACCOUNTS
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Average Account Value$417,453
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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